Broadview Heights, OH Office
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Cunningham Wealth Management
Supported
Firm-wide stats for Cunningham Wealth Management
About
Cunningham Wealth Management serves a mix of individual clients — including high-net-worth households — as well as charitable organizations, corporations and employer retirement plans. The firm provides discretionary and non-discretionary portfolio management, selection and monitoring of third‑party money managers, and written financial planning for existing advisory clients.
Its investment approach combines asset-allocation guidance with multiple methods of analysis, including fundamental, technical, quantitative and cyclical techniques, and favors longer-term holdings when appropriate; client objectives are documented in an Investment Policy Statement and accounts are reviewed at least quarterly. The firm also integrates third‑party manager searches into client solutions and provides ongoing monitoring and reporting tied to clients’ stated goals and risk tolerances.
Cunningham is atypical among similarly sized supported advisers in maintaining five offices and in its formal affiliation with a public accounting firm, which involves cross-referrals and shared personnel who devote substantial time to accounting practice. The firm additionally operates as a registered insurance agency and discloses that representatives are licensed to sell insurance and annuity products, and it makes use of custodian-provided educational conferences, roundtables and webinars as part of its resources for client service.
Based on Cunningham Wealth Management
Location
60 Eagle Valley Court
Broadview Heights OH 44147
Advisors at this office
2
Advisors at this office
James D
Broadview Heights, OH
Cunningham Wealth Management
James Davis is a financial advisor with Cunningham Wealth Management in Broadview Heights, OH, holding 17 years of industry experience. He has been with Cunningham Wealth Management since 2008 and is also involved with Cunningham and Associates, a local public accounting firm. Cunningham Wealth Management serves individual clients, charitable organizations, corporations, and 401(k) employer plans, offering portfolio management and financial planning services. The firm emphasizes a comprehensive investment approach that includes asset allocation and multiple analytical methods, with regular account reviews and coordination through custodial platforms and independent managers.
Glenn C
Series 63, Series 65
Broadview Heights, OH
Cunningham Wealth Management
Glenn Cunningham is a financial advisor at Cunningham Wealth Management with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cunningham Wealth Management since 2008. In addition to his advisory role, he serves on the boards of multiple companies and charitable foundations and is a CPA involved in arranging life settlements for clients when appropriate. Cunningham Wealth Management serves individual clients, charitable organizations, corporations, and 401(k) employer plans, offering portfolio management and financial planning services. The firm employs a comprehensive investment approach based on client interviews and a combination of asset allocation, fundamental, technical, cyclical, and quantitative analysis.
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